Knowledge Base

Default Settings – Quotes Valid Until

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• 1627

Default Settings – FOB & Completed Method

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• 1236

Default Settings – Relationship, Source, & Est. Lead Time

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• 1260

Default Settings – Payment Terms & Pricing Level

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• 1288

Setting default Sales Rep & Project Managers for all new records

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• 1284

Triggered Transaction Emails

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• 1361

Localization Settings

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• 1203

File Approval Work Order Settings

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• 1812

File Approval Quotes Settings

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• 3542

Setting Default Work Order Times

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• 1494